+11,626.0%
LIN vs BKR
+471.0%
+11,155.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.4% |
| 7D | +2.1% | +3.8% | -1.7% | +1.2% |
| 30D | +6.8% | -10.3% | +17.1% | +9.1% |
| 3M | +10.4% | -21.7% | +32.1% | +16.4% |
| 6M | +3.2% | -23.8% | +26.9% | +9.0% |
| YTD | +24.6% | +10.3% | +14.3% | +19.4% |
| 1Y | +24.4% | +5.7% | +18.7% | +20.4% |
| 3Y | +36.7% | +52.6% | -15.9% | +18.2% |
| 5Y | +67.0% | +127.1% | -60.1% | +26.3% |
| 10Y | +426.7% | +56.5% | +370.2% | +298.4% |
| All | +11,626.0% | +471.0% | +11,155.0% | +5,478.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling